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Accounting firms and CPAs are tax and finance experts. Few comprehend the complexities of an IT infrastructure and what it…
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At the forefront of today’s business world, accounting firms strive to stay ahead of the curve and leverage technology to create a seamless experience for their clients. Achieving digital maturity is essential to success, as it enables firms to be nimble in their approach, capitalize on new opportunities and streamline operations. By making smart investments…
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Accountants that work with their clients as technology advisors help them choose the right software to ensure operational efficiencies. With the many complexities of delivering accounting services, industry experts who understand accounting and the technology infrastructure required are invaluable. As the tech guru for their clients, accountant technology advisors have the challenging task of helping their clients determine which…
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An operational app stack for an accounting firm is like a perfectly curated playlist. Each software application is a song with its unique style and sound, but combined creates a harmonious and engaging experience. With an operational app stack, an accounting firm can seamlessly move from one task to the next, improving communication and streamlining…
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Invest in your firm’s future by ensuring every team member has the information and technology they need to drive efficiencies and encourage growth. How do you know if your firm’s technology can handle issues accounting firms face daily? How can you determine if your tech stack is up to par? Let’s assess and determine if your…
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On-prem servers require additional temperature-controlled office space, maintenance, and compliance checks. They’re also more susceptible to data loss because all your data is stored on an in-house server. Simply put, your secure data is less safe when you store it in an on-prem data center; that’s why it’s best practice to use cloud-based data centers…
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Workforce management best practices require using technology to manage people and processes to ensure your accounting firm runs optimally. As digital transformation advances, your legacy systems will need either updating or replacing. Check out these technological advancements that will make managing your workforce nearly effortless. Team Communication Software that coordinates workflows and teamwork among staff…
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